iShares S&P 500 Index shares owned by Buckingham Strategic Partners
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Buckingham Strategic Partners
from 13F filings
Historical chart of Buckingham Strategic Partners investment in iShares S&P 500 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares S&P 500 Index held by Buckingham Strategic Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares S&P 500 Index by Buckingham Strategic Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 36k | 680.34 |
| 2025-06-30 | $19M | 30k | 620.90 |
| 2025-03-31 | $17M | 30k | 561.91 |
| 2024-12-31 | $17M | 28k | 588.72 |
| 2024-09-30 | $16M | 27k | 576.84 |
| 2024-03-31 | $13M | 25k | 525.76 |
| 2023-12-31 | $9.5M | 20k | 477.64 |
| 2023-09-30 | $5.8M | 14k | 429.45 |
| 2023-06-30 | $6.4M | 14k | 445.74 |
| 2023-03-31 | $4.1M | 10k | 411.10 |
| 2022-12-31 | $21M | 53k | 384.21 |
| 2022-09-30 | $16M | 46k | 358.65 |
| 2022-06-30 | $12M | 30k | 379.24 |
| 2022-03-31 | $11M | 25k | 453.79 |
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